Adviser Profile

As of Date 03/10/2026
Registration SEC, Approved, 03/22/2021
Other registrations (2)
Former registrations

EAGLE BLUFFS WEALTH MANAGEMENT LLC

ADV Location COLUMBIA, MO, United States
Contact Info (57 xxxxxxx
Websites
AUM* 294,193,033 45%
of that, discretionary 294,011,696 49%
Number of Employees 5
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 534,896 15%
% High Net Worth 43.68% 100%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

294M 252M 210M 168M 126M 84M 42M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

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Stck Ticker09248X100 Stock NameBLACKROCK TAX MUNICPAL BD TR $ Position$35,607,116 % Position14.00% $ Change3.00% # Change4.00%
Stck Ticker464288448 Stock NameISHARES TR $ Position$15,556,999 % Position6.00% $ Change13.00% # Change5.00%
Stck Ticker46434G764 Stock NameISHARES INC $ Position$16,076,137 % Position6.00% $ Change10.00% # Change2.00%
Stck Ticker67074C103 Stock NameNUVEEN TAXABLE MUNICPAL INM $ Position$14,046,234 % Position5.00% $ Change6.00% # Change7.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$10,617,382 % Position4.00% $ Change-7.00% # Change0.00%
Stck Ticker92537N108 Stock NameVERTIV HOLDINGS CO $ Position$10,927,320 % Position4.00% $ Change53.00% # Change-1.00%
Stck Ticker67066V101 Stock NameNUVEEN QUALITY MUNCP INCOME $ Position$8,581,905 % Position3.00% $ Change4.00% # Change8.00%
Stck Ticker89147L886 Stock NameTORTOISE ENERGY INFRSTRCTR C $ Position$7,539,114 % Position3.00% $ Change23.00% # Change1.00%
Stck Ticker482480100 Stock NameKLA CORP $ Position$7,485,732 % Position3.00% $ Change21.00% # Change0.00%
Stck Ticker670657105 Stock NameNUVEEN AMT FREE QLTY MUN INC $ Position$7,664,383 % Position3.00% $ Change2.00% # Change5.00%

Brochure Summary